F & M Potter Tua Memorial Fund Tr
- Assets
- $6.9m
- Revenue
- $703.7k
- Investments
- $6.6m
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 06/2005
- Data as of
- 07/2022
- EIN
- 59-7238035
Organization Overview
F & M Potter Tua Memorial Fund Tr is located in Dallas, TX. The organization was established in 2005. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. F & M Potter Tua Memorial Fund Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 07/2022, F & M Potter Tua Memorial Fund Tr generated $703.7k in total revenue. The organization has seen a slow decline revenue. Over the past 4 years, revenues have fallen by an average of (2.6%) each year. All expenses for the organization totaled $708.6k during the year ending 07/2022. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Hewitt Dupont Co-Trustee | 20 | $103,169 | |
Bank Of America N A Co-Trustee | 1 | $100,502 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $258,533 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $438,672 |
| Capital Gain Net Income | $438,672 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $6,487 |
| Total Revenue | $703,692 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $203,671 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $4,794 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $94 |
| Total operating and administrative expenses | $209,809 |
| Contributions, gifts, grants paid | $498,801 |
| Total expenses and disbursements | $708,610 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $302,103 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $6,891,879 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, F & M Potter Tua Memorial Fund Tr has awarded $498,801 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
FIRST PRESBYTERIAN CHURCH PURPOSE: UNRESTRICTED GENERAL | $199,521 |
Daytona Beach, FL PURPOSE: UNRESTRICTED GENERAL | $149,640 |
ORMOND BEACH PRESBYTERIAN CHURCH PURPOSE: UNRESTRICTED GENERAL | $149,640 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Walton Family Charitable Support Foundation Inc Bentonville, AR | $1,144,906,373 | $82,175,150 |
J A & Leta M Chapman Charitable Tr Tulsa, OK | $1,004,993,686 | $116,236,869 |
Leta Mcfarlin Chapman Memorial Tr Tulsa, OK | $288,782,253 | $9,376,594 |
Nancy Ann Hunt Foundation Dallas, TX | $31,623,544 | $3,101,295 |
Don & Sybil Harrington Foundation Amarillo, TX | $137,610,156 | $21,691,315 |
John G Kenedy Jr Charitable Trust San Antonio, TX | $156,709,366 | $16,142,301 |
Bnsf Foundation Fort Worth, TX | $5,580,534 | $10,145,505 |
Walter S & Evan C Jones Trust Bank Iv Kansas Na Ttee Dallas, TX | $63,158,301 | $11,519,606 |
Thomas M & Helen Mckee & John P Ryan Foundation Inc Fort Worth, TX | $135,188,288 | $6,250,331 |
Charles G Woodward Tr Uw Dallas, TX | $129,576,152 | $18,439,245 |
John G Kenedy Jr Charitable Tr -Surface Estate Tr San Antonio, TX | $47,111,872 | $10,559,440 |
Mccombs Enterprises Flexible Benefit Cafeteria Plan & Trust San Antonio, TX | $5,330,904 | $6,919,349 |